Reporting
I Need A Report That Can Be Filtered By Payment Type
You can utilize the Payment Extract, found in EPOS menu. Once ran you will be able to see columns show with payments split by card, cash, gift voucher and pay pal.
VisiT Power BI Overview
Report Navigation After logging into Visit, the reports can be accessed through the Reports section. This section will have Operational and Financial report and a sub-section of Analysis reports, which can be expanded to access Contacts, Email ...
Setting up Attributes
Attributes add another layer of reporting for you to break down the data. This can be configured by going to File Maintenance > System Configuration > System. and you can rename the attributes to what you want. Once you've created your Atrributes. ...
Calendar Maintenance for Reports.
This guide will show you how to set up the calendar for any report that uses a year drop-down. Navigate to File Maintenance > System Configuration. from here, you can select the year number from the drop-down list. then select your week ending date. ...
Amex Pay With Bank Transfer (PWBT) Process
Refunding Orders Made via Amex Pay with Bank Transfer To process refunds for Amex Pay with Bank Transfer (PWBT) orders, follow these steps: Open the ‘PWBT Account Report’ program, located under the ‘Accounts’ tab. Ensure the employee running ...
Adding a Branch To Reporting Options
Access the Branch Group Maintenance under File Maintenance Select 'Create New' Enter the name you'd like it to be, and the rank will determine where on the pick list it will sit. Then go back to File Maintenance and Branch Maintenance Search for the ...
IOSS Report - Orders By Country Report
A new option has been introduced for international orders, known as IOSS. It generates a consolidated report merging country, orders, and items into a single document. This report includes both sales and refunds, providing a comprehensive view. ...
Stock Valuation Report
Menu: Reporting > Stock Valuation Report A detailed report that presents the value of the stock on a specific date. You can customise the report by choosing options such as branch or total level, department/sub-department/SKU, whether to apply net ...
Average Basket Report
Reporting> Average Basket Report This report will Output: It will print a row for each sales branch (or a single row for totals if consolidation is set to yes): Number of Orders (number of transaction for till sales) Total value (excluding pnp) ...
Automatic Reports - Overnight Reports
Can the automatic reports that are sent overnight be sent in a different format. Due to the way the overnight reports are coded, these can only be generated in PDF format. The selection of available reports cannot be modified because of system design ...
Reconciling Stock and Sales Reports - Explained
Firstly need to clarify the difference between shipped and demand. Demand sales are when an order is placed (order date). Shipped sales are updated when the actual order is shipped and the stock has left the Club. The reconciliation report works on ...
Reports - Descriptive Overview
Area Report Title Summary of Contents Reporting Stock Valuation Detailed report showing value of stock on any date. Options include: - Branch / Total level, Department/Sub Department/Sku, Net realisable rules yes / no, exclude / include discontinued ...
Dashboard Reporting - Sales Overview
Real Time Sales Upon login you will be presented with the real time sales screen. The will show the latest statistics for all areas of the company (online order details, till sale breakdowns, sales by branch and sales by department. If you then wish ...
Dashboard Reporting - Adding to mobile home screen
Adding Dashboard to Mobile home screen As the dashboard is a web-based program you may wish to add a shortcut on your mobile phone to link directly to the dashboard. Android To do this on an android based device you will first need to navigate to the ...
Reporting Average Basket Spend
The average basket spend can reported on for various timeframes - daily, weekly, monthly yearly. These figures can be found in the program Reporting > Weekly Sales Report. Once you're in, select Product Report. You can then choose your timeframes and ...
Extracting a list of Product Web Descriptions
This report can be useful if you need to review all of your product web descriptions in a single spreadsheet or if you need to send a list of descriptions to be translated to a different language. To run the Catalogue Extract go to the Reporting Menu ...
Report Overview
Area Report Title Summary of Contents Reporting Stock Valuation Detailed report showing value of stock on any date. Options include: - Branch / Total level, Department/Sub Department/Sku, Net realisable rules yes / no, exclude / include discontinued ...